HB Wealth Management’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.53M Buy
2025
Q2
$980K Sell
2025
Q1
$1.49M Buy
2024
Q4
$1.27M Buy
2024
Q3
$1.08M Sell
2024
Q2
$1.13M Sell
2024
Q1
$1.57M Buy
2023
Q4
$1.51M Sell
2023
Q3
$1.4M Buy
2023
Q2
$1.27M Buy
2023
Q1
$1.08M Sell
2022
Q4
$964K Buy
2022
Q3
$736K Buy
2022
Q2
$673K Sell
2022
Q1
$1.06M Buy
2021
Q4
$1.26M Buy